Jetpack CRM Menu Choices
Jetpack CRM comes with menu choices for how you want to operate the CRM with your WordPress install. This article covers why you might want to use each style (and which we prefer to use)
Jetpack CRM Only
This is ‘CRM Only’ in the Jetpack CRM Admin settings under the menu choice.
This menu option REMOVES all of the standard WordPress Menu items. You might want to use this layout option if you’re running just the CRM on your site.
Jetpack CRM Slimline
The Jetpack CRM Slimline Menu this option KEEPS all the standard WordPress Menu items. It removes the top-level menu items for Jetpack CRM and collapses them down under its top-level menu item.
Jetpack CRM Full
The final option is Jetpack CRM and WordPress. It’s a combination of the first and second modes. It KEEPS all Jetpack CRM top-level menu items (Customers, Quotes, and Transactions).
It also keeps all of the standard WordPress menu items.
This mode will make it the easiest to navigate around all the features of the CRM. However, it might make your WordPress admin area look a bit cluttered.
This might not be your preference, but we’ve found it the easiest layout to get the most out of the CRM.
How to change the menu layout?
We have put together a step-by-step guide to set the layout menu you prefer and avoid getting issues with the WordPress Override Mode.